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Holden Wealth Management Corporation
At Holden Wealth Management we work on behalf of businesses and families to help them meet their financial goals and objectives.
| Address | 631 N Walnut St Bloomington, IN 47404-3846 |
| Phone | (812) 336-0149 |
| Website | www.holdenhwm.com |
Focusing On Growing and Protecting Your Wealth
At Holden Wealth Management we work on behalf of businesses and families to help them meet their financial goals and objectives. Our goal is to help you to maximize the value and minimize the risk for your assets. We are committed to keeping you informed and educate you with the key information beneficial to your financial and health care future.
Professional Portfolio Management
Stocks and Bonds
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
This calculator is designed to help you attach a dollar figure to your lifes work.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Disability Income Insurance
How much Disability Income Insurance do you need?
More Calculators →
Get the Facts on Variable Annuities
Annuities have been around longer than the United States, but it wasn't until the Great Depression that they started to become popular. In the 1930s, Americans who were concerned about the health of the financial markets turned to products offered by insurance companies because they were seen as more stable.
Can You See Your Business as a C Corp?
When you opened or purchased your business, you may never have dreamed that one day you'd be at the helm of a corporation. But if your business has become so profitable that you are ready to consider new ways to manage your tax burden, it could be time to consider incorporation.
Test Your College Funding Knowledge
If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.
A Simple Way to Help Your Family
A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.
More Newsletters →
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Interactive Data Corporation. (NYSE:IDC)
Educate yourself on a variety of financial topics.
A host of financial tools to assist you.
Timely Newsletters to help you stay current.
Ideas to help simplify everyday finances.
At Holden Wealth Management we work on behalf of businesses and families to help them meet their financial goals and objectives. Our goal is to help you to maximize the value and minimize the risk for your assets. We are committed to keeping you informed and educate you with the key information beneficial to your financial and health care future.
Professional Portfolio Management
Stocks and Bonds
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
This calculator is designed to help you attach a dollar figure to your lifes work.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Disability Income Insurance
How much Disability Income Insurance do you need?
More Calculators →
Get the Facts on Variable Annuities
Annuities have been around longer than the United States, but it wasn't until the Great Depression that they started to become popular. In the 1930s, Americans who were concerned about the health of the financial markets turned to products offered by insurance companies because they were seen as more stable.
Can You See Your Business as a C Corp?
When you opened or purchased your business, you may never have dreamed that one day you'd be at the helm of a corporation. But if your business has become so profitable that you are ready to consider new ways to manage your tax burden, it could be time to consider incorporation.
Test Your College Funding Knowledge
If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.
A Simple Way to Help Your Family
A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.
More Newsletters →
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Interactive Data Corporation. (NYSE:IDC)
Educate yourself on a variety of financial topics.
A host of financial tools to assist you.
Timely Newsletters to help you stay current.
Ideas to help simplify everyday finances.
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